SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,783,571 | -2.3% | 62,934 | +1.9% | 0.93% | +1.6% |
| Q2 2023 | $2,850,057 | -4.1% | 61,743 | -2.5% | 0.91% | -16.0% |
| Q1 2023 | $2,971,842 | +9.2% | 63,352 | +6.3% | 1.08% | -0.3% |
| Q4 2022 | $2,721,060 | +34.0% | 59,607 | +33.0% | 1.09% | +30.5% |
| Q3 2022 | $2,031,000 | +0.6% | 44,832 | +6.3% | 0.83% | +4.1% |
| Q2 2022 | $2,018,000 | -11.4% | 42,156 | -6.4% | 0.80% | +4.2% |
| Q1 2022 | $2,277,000 | -12.8% | 45,036 | -7.1% | 0.77% | -10.4% |
| Q4 2021 | $2,612,000 | +4.7% | 48,461 | +5.4% | 0.86% | -5.3% |
| Q3 2021 | $2,495,000 | +37.2% | 45,986 | +38.1% | 0.91% | +14.8% |
| Q2 2021 | $1,818,000 | +15.2% | 33,290 | +13.8% | 0.79% | +12.9% |
| Q1 2021 | $1,578,000 | -2.8% | 29,254 | +0.9% | 0.70% | -11.6% |
| Q4 2020 | $1,624,000 | +9.4% | 28,984 | +9.5% | 0.79% | -9.7% |
| Q3 2020 | $1,485,000 | +1.8% | 26,475 | +2.0% | 0.88% | -16.3% |
| Q2 2020 | $1,459,000 | +88.0% | 25,949 | +81.5% | 1.05% | +104.3% |
| Q1 2020 | $776,000 | +19.2% | 14,299 | +17.4% | 0.51% | +36.9% |
| Q4 2019 | $651,000 | – | 12,175 | – | 0.37% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 268,217 | $14,044,000 | 14.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 324,212 | $16,976,000 | 12.72% |
| BSW Wealth Partners | 119,908 | $6,278,000 | 5.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 221,969 | $11,622,000 | 4.58% |
| PRING TURNER CAPITAL GROUP INC | 75,915 | $3,975,000 | 4.17% |
| Courage Miller Partners, LLC | 80,088 | $4,193,000 | 3.47% |
| Apriem Advisors | 139,080 | $7,282,000 | 2.68% |
| SVA Wealth Management, LLC | 137,291 | $7,189,000 | 2.61% |
| Landmark Financial Advisors, LLC | 37,773 | $1,977,000 | 2.04% |
| Tuttle Capital Management, LLC | 60,513 | $3,168,000 | 2.00% |